Savings and Investments

We offer a wide range of pension and investment products that could be used to meet your clients’ needs.

Pensions
With over 50 years’ experience in the pensions market, we believe we can give you what you need to advise your clients on the ideal retirement solution. Plus, with our suite of sales support marketing literature and access to our technical specialists, you’ll have our full support.Our pension products include:

  • Portfolio Plus Pension
  • Portfolio Plus SIPP
  • Stakeholder Pension
  • Buy Out Plan (individual)
  • Group Pensions

Investments
With our wide range of investment products we can help you find a solution to your clients’ investment needs. Our Investment helpdesk is on hand to help with any questions you have. We’re also happy to give guidance on taxation, trusts and estate planning. You can also ask to be sent our monthly investment newsletter.